earnings
confidence high
sentiment positive
materiality 0.75
CF Industries Q3 net earnings $353M, EPS $2.19; revenue $1.66B, up 21% YoY; new $2B buyback started
CF Industries Holdings, Inc.
2025-Q3 EPS reported
$6.39
revenue$5,212,000,000
- Q3 net earnings $353M ($2.19 diluted EPS) vs $276M ($1.55) in prior year; nine-month net earnings $1.05B ($6.39)
- Q3 revenue $1.66B (+21% YoY), driven by higher selling prices; nine-month revenue $5.21B (+18% YoY)
- Adjusted EBITDA Q3 $667M vs $511M; nine-month adjusted EBITDA $2.07B vs $1.72B
- Completed $3B share repurchase program (37.6M shares, 19% reduction) in Oct 2025; commenced new $2B program
- Sold first certified low-carbon ammonia cargoes at premium price; Verdigris nitric acid abatement project completed